Track Onboarding Status

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Overview

The Submissions page provides a consolidated view of all onboarding requests you have initiated. It tracks the status of each company, store, and solution across the entire onboarding journey and allows you to take action directly from the table.


Access the Submissions Page

In the left menu, click Submissions under the Administration section.

Note: An Action required banner is displayed across all pages of the Hub when at least one company you created is in Documents requested or Action requested status. The banner contains a direct link to the Submissions page and can be dismissed. It reappears on your next login session.

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Filters

Use the filters at the top of the page to narrow down the list.

FilterVisible to
AccountGroup-level users and Market Pay Admins only
CompanyAll users
Created byAll users
Company statusAll users
Creation dateAll users (via the More button)

Table Columns

Each row in the Submissions table represents one company and displays the following information:

  • Account — The account the company belongs to.
  • Company — The company name.
  • Creation date — The date the company was created in the Hub.
  • Created by — The user who initiated the onboarding.
  • Company status — The current KYB verification status.
  • Store — The store creation status for this company.
  • Solutions — The solution configuration status.
  • Contract — The contract status.

The table is sorted by creation date by default. All entries are displayed without pagination.


Company Status Values

Statuses displayed as clickable buttons — clicking opens the KYB form to take action:

StatusMeaningAction
Documents requestedSome required documents have not yet been submittedClick to reopen the KYB form and upload the missing documents. You have one week to complete the submission.
Resubmission requestedA document was rejected due to a minor issue (expired document, name mismatch, poor quality)Click to reopen the KYB form and resubmit only the affected documents.
Action requestedAn associated party (UBO or Legal Representative) has not yet completed their identity verificationClick to reopen the KYB form. The associated party must complete their verification.

 

 

Statuses displayed as non-clickable labels — no distributor action is available:

StatusMeaning
Pending reviewAll documents submitted; verification in progress by the operations team.
ApprovedKYB passed all checks and has been validated. The contract is sent automatically.
RejectedVerification could not be completed due to a major issue. The operations team will reach out with further guidance. Store and Solutions columns display N/A.

Store Column Values

DisplayCondition
+ Add Store (button)No store has been created yet for this company. Click to access the store creation form.
CompletedA store has been successfully created.
Company missingNo company exists for this entry.
N/AThe company status is Rejected.

 

 

 

 

 

 

 

 

 

 

 


Solutions Column Values

DisplayCondition
+ Add solutions (button)No solution has been created yet for this store. Click to access the solution creation form.
CompletedAt least one solution has been successfully created.
Store missingNo store exists yet for this company.
N/AThe company status is Rejected.

 

 

 

 


Row Actions (Three-Dot Menu)

Each row has a three-dot menu on the right that provides additional actions depending on the current status of the submission.

ActionWhen it appearsBehaviour
Edit companyCompany status is Action requested, Documents requested, or Resubmission requestedOpens the KYB form to continue or correct the KYB submission.
Add storeThe Store column shows + Add StoreRedirects to the store creation form.
Add solutionsThe Solutions column shows + Add solutionsRedirects to the solution creation form.

 

 

 

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